2017 Investor Roundtable:General Discussion

[vgrinshpun]

I only see the "see dealer for pricing" note instead of a price. Also, it apparently requires the use of their inverter. It is a DC product like the PowerWall 1 which requires special inverter support.

It also weighs 45% more, has 80% larger volume, while having only 11% more capacity, and not containing temperature control system (check the ambient temperature requirements). All indications are that Pana offering will be more expensive than Tesla's and inferior than the PowerWall 2.

 

[sundaymorning]

While we wait, here's what china did today. "Failure is the father of success."

China's new heavy-lift rocket launch fails in flight

 

[SunCatcher]

Stolen from TEG on another thread

Sucks to be us.

 

[sundaymorning]

US News and World Report:

11 Best Electric Cars

States M3 available in "July."

 

[SPadival]

Stolen from TEG on another thread

This boy is now an old man.. still waiting on Elon.

 

[Ameliorate]

You mean instead of all of this speculating (sizzle) you want news(steak)?

PS: I am sort of sorry to drag out my old sizzle/steak thing but we are all bored and waiting for EM (as usual)

Brings back some memories doesn't it?
Though I doubt this will be the "week late" kinda tweet.

 

[MXWing]

So buy the dip tomorrow?

Was hoping to not have to bring more capital to bear.

Not asking for much detail tonight just something like

"It's looking bad in shortville" to tide us over would be great.

 

[hobbes]

Finally:

Model 3 passed all regulatory requirements for production two weeks ahead of schedule. Expecting to complete SN1 on Friday

(Elon on Twitter)

Edit: Guess we can take SN1 to be the first production car coming from the final line, right? Regulatory passed means they can deliver them to customers I guess!

 

[Ameliorate]

So buy the dip tomorrow?

Was hoping to not have to bring more capital to bear.

Not asking for much detail tonight just something like

"It's looking bad in shortville" to tide us over would be great.

Sure I'll say it.

It's looking bad in shortsville.

 

[SebastianR]

WOW - just wow. Of course the bear argument would be that this is only regulatory approval and nothing about supplier capabilities etc. etc. etc.

But I'm really liking this kind of news! Bring on the tsunami!

EDIT: Of course people may point out that this still doesn't represent an actual reveal and no commitment as to when cars will be delivered. So we will have to see what happens. In fact, one could argue that the wording allows for very slow / delayed delivery as it doesn't say anything about actual cars coming off the line...

 

[Mike Smith]

I'm guessing he tweeted from the middle of a Spacex meeting just to be on time, and there will be a blog post tomorrow. Sounds like everything is in place to start production which is great news. Months ahead of schedule.

 

[PaulRocket]

Handover party on the 28th!
Elon Musk on Twitter

 

[geometro]

Per twitter:

Handover party for first 30 customer Model 3's on the 28th! Production grows exponentially, so Aug should be 100 cars and Sept above 1500.

 

[schonelucht]

First 30 delivered end of this month. 100 next month 1500 sept.

 

[Ameliorate]

WOW - just wow. Of course the bear argument would be that this is only regulatory approval and nothing about supplier capabilities etc. etc. etc.

But I'm really liking this kind of news! Bring on the tsunami!

EDIT: Of course people may point out that this still doesn't represent an actual reveal and no commitment as to when cars will be delivered. So we will have to see what happens. In fact, one could argue that the wording allows for very slow / delayed delivery as it doesn't say anything about actual cars coming off the line...

I mean...if the bears were holding out for the model 3 launch to get scrubbed.
The impossible July internal deadline has been met.
I'd be getting a little nervous about now.

 

[3Victoria]

Elon Musk‏Verified account @elonmusk
Handover party for first 30 customer Model 3's on the 28th! Production grows exponentially, so Aug should be 100 cars and Sept above 1500.

 

[FutureTSLACEO]

Finally:


(Elon on Twitter)

Edit: Guess we can take SN1 to be the first production car coming from the final line, right? Regulatory passed means they can deliver them to customers I guess!

This is awesome! I believe SN1 stands for serial number 1 (the first regulatory approved production car of the new model) in case anyone is wondering about that.

Exponential growth from 100 to 1500 in two months? Wow...

I am really looking forward to configuring my Model 3 order soon!

 

[PaulRocket]

Elon saying they might hit 20,000 cars per month by December:
Elon Musk on Twitter

 

[Drumheller]

So, maybe a total of about 36,000 Model 3s produced in 2017.

 

[SteveG3]

After being nosed out in unit sales by the Bolt last year (a razor thin 579 outperformance for the Bolt), things are looking good for the M3 to be the affordable long range EV sales leader this year : )